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Teri

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Posts posted by Teri

  1. If you right click on the invoice in the invoice list, you can select Show Log.  This will show you what has been done with the invoice.  You may also be able to see what was sent in the Sent folder of your email program.

    Hope this helps!

  2. It's been quite a while since we tried using those two together, but I recall having to have just one of the locations synced with Express Invoice.  We made a location called "Sales" which was synced.  We then had to transfer product from say "Warehouse Q" over to "Sales."  We ended up giving up on trying to use them together.  As much as we really really wanted it to work, it just could not be relied on to sync properly.  Most of the time it would work, but once in a while it would glitch out and not sync something properly.  Unless you're watching every little thing it does, you'd never know if it worked or not.  We couldn't tolerate software that we couldn't trust to do it right.  I often consider going back and trying it again, but I just don't know if I dare. 

  3. The difficulty is with your 4K monitor.  You'll need to change your DPI for it.  You can also go into the control panel and change the size of your text.  If you put "Text Size" into your start search, it will take it to the place where you can do that.  Try scaling it up over 100%.  You can try enlarging your screen by zooming in, but changing your system settings would be better. 

  4. A credit note or credit memorandum (memo) is a commercial document issued by a seller to a buyer. The seller usually issues a credit memo for the same or lower amount than the invoice, and then repays the money to the buyer or sets it off against a balance due from other transactions.

    I don't know if this would apply in your case.  I'm not sure if EI allows you to apply it towards an Order or not.  But it would be worth playing with to see if it would work in your case.  It basically applies a credit to the customer's account.  But that might get messy when it comes time to close the invoice.

    I don't think you can apply a payment to a customer's account.  EI is pretty invoice driven so it might not know where to put that money in the end.

    That all being said, if you're accepting money from a customer, though, you should probably have an invoice for at least the portion that they paid.  You just really need to think about how you want EI to work for you in your particular business situation and what will make your books the most transparent and streamlined.

  5. You can do recurring invoices and recurring statements.

    To do an invoice, you would select "Save as Recurring" in the Record drop down menu when you create the invoice.  Then there is an option to Run Recurring Invoices from the Tools section of your menu bar.

    To do a statement, there is an option to run automated statements on the sidebar.  This will pop up a box asking if you want to email or print them.

    I have no need to do either so I can't speak from experience on this one, but I have briefly explored these features.  For more help, go to your Help menu and look at the User's Guide.  Here is a link to that:  http://help.nchsoftware.com/help/en/expressinvoice/win/index.html

    Hope this helps!

     

  6. Unfortunately, you can't.  The ones in the invoice table will auto adjust to some extent.  But the ones in the header section won't. 

    For us, one of the problems was that the Customer PO# field would go into 2 lines.  We did a workaround by making a custom field that we just call "PO #".  We just don't use the one labeled "Customer PO#".

  7. Are your Page Layout settings correct?  You can set the size of paper to A4, Letter, or Legal.  This is found in Options / Page Layout.

    What version are you using?  We had a similar problem with the packing slip.  We filed a support ticket.  It turned out to be a glitch in the program.  They fixed it and issued an update and sent us the link.  

    Might have something to do with your Custom Field.  Have you tried printing one without the custom field?

  8. Put in a suggestion for an improvement by going to Help/Send in Improvement Suggestion or Feedback.  That would be a good option to have.  A similar nice feature would be to be able to select an item from the Items List and see everyone who purchased one of them.  That can be done from Inventoria.  Unfortunately we have found that Inventoria and EI don't play nicely for us.  Other people have had no problems, though.

  9. No, there's no way to search in the way you're hoping.  You can search your list of invoices, but only for the fields that are displayed in the list.  I have not tried this, but you could perhaps change the title of "salesperson" to "PO#" and enter it there.  You would do that in Options/Invoice/Text.  Just a thought.

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